“In 2008 we made the decision to transfer our investment and retirement portfolio to BMO Nesbitt Burns and specifically under the guidance of Angela Galer-Grist. Over the past three years, Angela has provided consistent common-sense guidance and direction in managing our portfolio and estate needs. Angela has demonstrated extensive knowledge and expertise in financial planning but has been very effective in communicating complex subject manner in a language we can understand and comprehend. Angela provides regular updates on our portfolio status and provides recommended adjustments aligned with our investment goals. In addition to these regular reviews, Angela is always available to meet with us or answer questions in person or on the phone. The combination of extensive knowledge, consistent availability and the skill to communicate effectively has given us confidence that our savings and investment portfolio is in capable and trusted hands."

- J.C and L.A | July 2023

“Angela was able to assist my family law client in gaining an in depth understanding of her financial situation when she was overwhelmed by an unexpected divorce. The information Angela provided was presented in an understandable format that was able to help our client in making important life decisions. Her report assisted us in making a strong case for ongoing, compensatory spousal support. The important of financial planning during a major life change cannot be overstated, especially when the change is a separation or divorce that completely changes the family’s financial objectives. Getting Angela’s insight at the start of our case was beneficial for litigating the family law case and for empowering our client to make the best decisions given her situation. Angela’s assistance in understanding and analyzing finances post-separation is invaluable.”

- S.B | July 2023

“In the last ten years ,I have dealt with five Investment Advisors and Angela has been the best! Angela always makes time to see me at my convenience and quick to respond to any request! I trust her advice and I know she has my best interest at heart!”

- B.D | July 2023

"Angela has a decade of experience in the financial services industry and joined our firm as an Investment Advisor in the King North Branch in 2006. As the Acting Branch Administrator for King North Branch, I was able to monitor how she was progressing within the branch. Angela is a dedicated, hard working and sincere Investment Advisor. She is someone who has integrity, and I valued her advice, and therefore, I trusted her with my accounts. She has taken my existing accounts to the next level, which I am very pleased.”

- C.M | July 2023

 

“The opinions expressed above are those of the named client author and are in no way representative of the views of all clients. Client testimonials do not constitute a guarantee, warranty, or prediction regarding outcome of your investments.”